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Insurance Advisor
First Commonwealth Financial Corporation
Indiana, PA, United States
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Creates and manages relationships with prospects and clients that result in a continuous flow of new business which aligns with established business development goals. Successfully attains performance targets including new business and client retention levels which drive agency growth in assigned product lines. Works within, but not limited to, a defined market territory. Must make positive first impressions, naturally create relationships, and demonstrate a proven track record of closing new business and exceeding sales targets.
Essential Job Responsibilities__________________________________
1. Executes daily activities in accordance with the Asset Protection Model.
2. Creates and manages relationships with prospects and clients that result in a continuous flow of new business which aligns with established business development goals by:
a. Referrals from internal and external Centers of Influence
b. Follow up to introductory letters sent to existing First Commonwealth clients
3. Properly evaluates client needs, introduces internal experts as necessary, and ultimately delivers appropriate solutions according to the Asset Protection Model.
4. Successfully attains performance targets identified by management, including new business and client retention levels which drive agency growth in assigned product lines.
5. Works within, but not limited to, a defined market territory.
6. Continuously assesses dynamics of assigned territory for strategy development within the guidelines of the Asset Protection Model.
7. Maintains consistent records of sales activities and customer contacts as requested by management and provides weekly sales reports according to established, agreed upon, sales activity goals.
8. Stays abreast of industry and relative changes and the potential effects to client interactions, strategic development, and overall job performance.
9. Analyzes existing insurance program and develop recommendations for coverage enhancements and risk reduction strategies that are appropriate.
10. Maintains a strong awareness of carrier appetites and underwriting standards.
Bona Fide Occupational Qualifications___________________________
1. Bachelor’s Degree in Business or related field or equivalent experience preferred.
2. A minimum of three (3) years sales related experience preferred.
3. Must make positive first impressions, naturally create relationships, and demonstrate a proven track record of closing new business and exceeding sales targets. Effective presentation, communication, and organization skills as well as a high level of professionalism, required.
4. Current licenses for selling Property & Casualty Insurance required
5. Valid driver’s license and regional travel required
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.